NIFTY MIDSMALL IT & TELECOM

Index type: Equity Mean-Variance Ratio (MVR): 1.38 Weighted mean CAGR by duration: 20.63 Mean CAGR: 17.33 Standard deviation CAGR: 12.58 Range for CAGR: 34.79

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -23.67 19.90 -7.25 -6.56
3 year 1.25 59.51 21.32 25.54
5 year 11.59 45.71 28.38 28.23
7 year 16.54 29.16 23.18 23.13
10 year 15.64 17.01 16.32 16.32

Rolling return for 1 year

Average return: -6.56
Min Max Min-Max Max-Min Standard Deviation Mean From To
-9.23 -10.06 -0.58 -17.89 6.13 -9.44 03-2025 03-2026
-2.89 -3.39 17.8 -20.36 13.52 -2.21 02-2025 02-2026
-4.46 -7.05 4.31 -14.87 6.85 -5.52 01-2025 01-2026
-7.6 -8.45 -2.66 -13.1 3.7 -7.95 12-2024 12-2025
-4.55 -4.93 1.39 -10.5 4.21 -4.65 11-2024 11-2025
-12.21 -7.99 -1.07 -18.35 6.29 -9.91 10-2024 10-2025
-17.84 -13.94 -8.96 -22.34 4.93 -15.77 09-2024 09-2025
-12.34 -15.61 -6.16 -21.16 5.43 -13.82 08-2024 08-2025
-9.62 -5.74 -0.33 -14.52 5.2 -7.55 07-2024 07-2025
11.58 1.3 19.9 -5.72 9.77 6.76 06-2024 06-2025
0.83 4.63 12.6 -6.31 6.82 2.94 05-2024 05-2025
-16.49 -7.46 1.24 -23.67 9.38 -11.6 04-2024 04-2025

Rolling return for 3 year

Average return: 25.54
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.57 11.23 13.98 7.91 2.16 10.92 03-2023 03-2026
12.55 17.85 20.04 10.5 3.86 15.24 02-2023 02-2026
18.64 20.39 22.17 16.92 1.96 19.53 01-2023 01-2026
22.25 19.01 24.39 16.96 2.87 20.65 12-2022 12-2025
19.02 19.38 21.44 17.01 1.57 19.21 11-2022 11-2025
16.46 19.26 21.19 14.6 2.53 17.88 10-2022 10-2025
16.25 17.23 20.29 13.28 2.5 16.76 09-2022 09-2025
15.01 14.48 17.65 11.92 2.03 14.77 08-2022 08-2025
19.95 20.37 23.93 16.51 2.63 20.19 07-2022 07-2025
22.58 19 25.55 16.18 3.55 20.83 06-2022 06-2025
16.3 15.74 20.67 11.55 3.23 16.07 05-2022 05-2025
5.74 7.97 12.75 1.25 4.14 6.93 04-2022 04-2025
9.2 8.55 12.91 4.98 2.81 8.91 03-2022 03-2025
12.04 13.36 19.7 6.11 4.83 12.8 02-2022 02-2025
14.01 12.32 18.47 8.09 3.72 13.22 01-2022 01-2025
15.42 13.71 17.8 11.41 2.34 14.59 12-2021 12-2024
13.57 12.91 16.03 10.51 1.97 13.26 11-2021 11-2024
14.18 13.55 16.98 10.84 2.18 13.89 10-2021 10-2024
20.5 16.9 22.78 14.73 3.12 18.73 09-2021 09-2024
20.96 22.03 25.32 17.79 2.69 21.52 08-2021 08-2024
24.21 22.87 26.54 20.61 2.15 23.56 07-2021 07-2024
21.53 23.61 28.55 16.86 4.2 22.64 06-2021 06-2024
25.22 25.1 28.33 22.07 2.21 25.18 05-2021 05-2024
29.26 30.08 33.19 26.24 2.47 29.69 04-2021 04-2024
32.04 32.1 35.67 28.56 2.51 32.09 03-2021 03-2024
35.25 35.61 37.85 33.05 1.7 35.44 02-2021 02-2024
35.74 34.06 38.08 31.78 2.31 34.92 01-2021 01-2024
39.02 36.92 43.67 32.49 4.02 38.03 12-2020 12-2023
38.57 39.18 43 34.87 2.88 38.91 11-2020 11-2023
37.18 37.67 40.14 34.77 1.91 37.44 10-2020 10-2023
44.07 39.65 45.82 37.97 3.19 41.88 09-2020 09-2023
42.78 41.36 46.24 38.02 2.95 42.1 08-2020 08-2023
48.46 44.11 51.45 41.26 3.92 46.32 07-2020 07-2023
52.23 48.94 54.6 46.65 3.04 50.6 06-2020 06-2023
51.26 52.39 56.07 47.69 2.99 51.85 05-2020 05-2023
56.07 49.91 59.51 46.68 5.03 53.04 04-2020 04-2023

Rolling return for 5 year

Average return: 28.23
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.39 13.64 15.48 11.59 1.38 13.53 03-2021 03-2026
16.26 19.66 20.84 15.12 2.35 17.97 02-2021 02-2026
20.23 20.2 22.36 18.11 1.5 20.23 01-2021 01-2026
25.09 22.81 26.4 21.54 1.9 23.96 12-2020 12-2025
26.41 25.89 27.95 24.38 1.28 26.16 11-2020 11-2025
24.79 26.46 27.81 23.47 1.64 25.63 10-2020 10-2025
27.26 26.57 29.9 24 2.1 26.93 09-2020 09-2025
28.92 28.05 30.68 26.32 1.57 28.49 08-2020 08-2025
34.61 33.24 37.27 30.66 2.39 33.95 07-2020 07-2025
37.8 36.7 39.79 34.75 1.82 37.26 06-2020 06-2025
37.77 38.85 40.85 35.82 1.82 38.32 05-2020 05-2025
38.17 38.34 43.59 33.12 3.7 38.3 04-2020 04-2025
42.82 32.2 45.71 29.58 6.83 37.58 03-2020 03-2025
31.02 33.53 36.32 28.34 2.96 32.3 02-2020 02-2025
34.79 35.55 37.94 32.46 1.96 35.19 01-2020 01-2025
38.45 38.96 40.15 37.26 1.04 38.7 12-2019 12-2024
36.73 37.6 38.5 35.84 0.99 37.17 11-2019 11-2024
38.13 38.34 40.15 36.34 1.35 38.24 10-2019 10-2024
39.85 40.64 41.43 39.06 0.88 40.25 09-2019 09-2024
38.39 40.08 41.36 37.13 1.61 39.24 08-2019 08-2024
38.25 36.57 39.8 35.06 1.78 37.42 07-2019 07-2024
30.74 33.95 35.22 29.51 2.32 32.36 06-2019 06-2024
31.56 32.02 33.5 30.09 1.22 31.79 05-2019 05-2024
32.24 34.04 34.64 31.65 1.23 33.14 04-2019 04-2024
32.66 34.28 34.83 32.11 1.12 33.47 03-2019 03-2024
34.67 35.18 36.21 33.65 0.92 34.93 02-2019 02-2024
33.95 34.21 35.33 32.83 0.89 34.08 01-2019 01-2024
32.41 33.4 35.05 30.79 1.55 32.91 12-2018 12-2023
30.09 30.99 32.57 28.54 1.46 30.55 11-2018 11-2023
28.82 27.1 30.48 25.48 1.87 27.97 10-2018 10-2023
27.06 23.81 27.99 22.92 2.13 25.44 09-2018 09-2023
22.98 22.73 24.76 20.98 1.34 22.86 08-2018 08-2023
23.11 22.89 24.6 21.43 1.12 23.01 07-2018 07-2023
23.72 23.06 24.87 21.93 1.07 23.4 06-2018 06-2023
20.3 21.24 22.58 18.98 1.32 20.77 05-2018 05-2023
19 18.66 20.57 17.12 1.23 18.84 04-2018 04-2023
17.79 17.69 19.53 15.98 1.26 17.75 03-2018 03-2023
19 17.6 20.32 16.31 1.5 18.31 02-2018 02-2023
15.38 13.44 16.4 12.44 1.56 14.41 01-2018 01-2023
16.68 17.28 19.82 14.21 1.99 17 12-2017 12-2022
20.39 18.89 21.62 17.68 1.49 19.64 11-2017 11-2022
22.43 21.47 23.62 20.31 1.22 21.96 10-2017 10-2022
23.04 23.5 24.96 21.6 1.2 23.27 09-2017 09-2022
25.46 25.76 27.53 23.72 1.35 25.62 08-2017 08-2022
22.72 24.22 24.88 22.07 1.13 23.47 07-2017 07-2022
22.79 25.61 26.8 21.64 2.08 24.21 06-2017 06-2022
25.65 27.55 28.84 24.4 1.71 26.61 05-2017 05-2022
29.12 31.91 32.53 28.52 1.73 30.52 04-2017 04-2022
28.87 31.37 31.95 28.3 1.56 30.12 03-2017 03-2022
27.96 30.98 32.2 26.77 2.2 29.48 02-2017 02-2022
30.78 34 35.03 29.78 2.18 32.4 01-2017 01-2022
32.6 34.27 35.44 31.45 1.53 33.44 12-2016 12-2021
32.92 33.11 35.11 30.95 1.47 33.02 11-2016 11-2021
31.41 33.02 33.78 30.67 1.24 32.22 10-2016 10-2021
29.63 32.81 33.51 28.95 1.97 31.23 09-2016 09-2021
27.37 28.42 29.42 26.39 1.13 27.9 08-2016 08-2021
25.32 26.01 27.55 23.8 1.35 25.67 07-2016 07-2021
21.92 24.01 24.82 21.12 1.5 22.97 06-2016 06-2021
20.64 21.5 22.5 19.65 1.05 21.07 05-2016 05-2021
19.1 19.34 20.8 17.67 1.11 19.23 04-2016 04-2021

Rolling return for 7 year

Average return: 23.13
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.83 20.03 20.39 18.48 0.8 19.43 03-2019 03-2026
21.02 23.73 24.41 20.37 1.72 22.38 02-2019 02-2026
23.29 24.11 24.85 22.56 0.86 23.7 01-2019 01-2026
24.52 24.35 25.45 23.43 0.72 24.44 12-2018 12-2025
24.05 24.06 25.12 22.99 0.75 24.05 11-2018 11-2025
22.58 22.38 24.69 20.31 1.55 22.49 10-2018 10-2025
20.54 19.46 22.32 17.72 1.67 20.01 09-2018 09-2025
19.31 19.07 20.48 17.92 0.91 19.2 08-2018 08-2025
21.11 21.61 22.81 19.92 1.04 21.36 07-2018 07-2025
22.26 22.24 23.52 20.99 0.89 22.25 06-2018 06-2025
20.15 21.1 22.06 19.21 1.06 20.63 05-2018 05-2025
17.87 19.79 21.16 16.54 1.77 18.84 04-2018 04-2025
18.99 19.38 20.7 17.68 1.08 19.19 03-2018 03-2025
19.61 21.06 23.05 17.68 1.97 20.35 02-2018 02-2025
19.96 19.73 21.95 17.77 1.48 19.85 01-2018 01-2025
23.07 22.27 24.15 21.2 1.08 22.67 12-2017 12-2024
23.84 22.97 24.98 21.84 1.15 23.41 11-2017 11-2024
25.67 25.4 26.98 24.1 1.02 25.54 10-2017 10-2024
27.21 27.17 28.24 26.15 0.74 27.19 09-2017 09-2024
27.22 27.88 29.16 25.95 1.16 27.55 08-2017 08-2024
26.95 27.49 27.97 26.48 0.56 27.22 07-2017 07-2024
24.39 26.56 27.42 23.55 1.57 25.48 06-2017 06-2024
25.44 25.86 26.76 24.55 0.8 25.65 05-2017 05-2024
26.14 27.34 27.77 25.72 0.84 26.74 04-2017 04-2024
26.41 27.48 27.89 26.01 0.76 26.95 03-2017 03-2024
27.43 27.62 28.47 26.59 0.67 27.53 02-2017 02-2024
27.21 27.45 28.15 26.52 0.58 27.33 01-2017 01-2024
26.23 27.23 28.02 25.45 0.97 26.73 12-2016 12-2023
25.05 25.4 26.75 23.72 1.08 25.23 11-2016 11-2023
23.44 24.08 24.58 22.95 0.62 23.76 10-2016 10-2023
24.8 24.98 25.44 24.33 0.4 24.89 09-2016 09-2023
22.97 23.55 24.24 22.29 0.72 23.26 08-2016 08-2023
21.74 21.72 22.78 20.68 0.74 21.73 07-2016 07-2023
21.15 21.39 21.96 20.58 0.5 21.27 06-2016 06-2023
19.73 20.64 21.35 19.03 0.88 20.19 05-2016 05-2023
18.41 18.49 19.52 17.39 0.75 18.45 04-2016 04-2023
18.33 19.12 19.57 17.88 0.66 18.73 03-2016 03-2023

Rolling return for 10 year

Average return: 16.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.95 16.7 17.01 15.64 0.55 16.32 03-2016 03-2026